AM
CFA
AM
CFA

Andrew Murray

13 Years of Experience
Portland, OR

Andrew Murray is a CFA-designated registered investment advisor at Becker Capital Management, INC., based in Portland, OR, with 13 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 3 more. Their firm serves 841 clients with $5.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
841 clients
Average Client Portfolio
$6.8M average
Assets Under Management
$5.7B

Fee Structure

Minimum Investment:$3M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.60%

The maximum management fee is 0.60%. Fees vary based on assets, products, account structure, and servicing requirements, and are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1211 SW 5th Avenue, Suite 2600, Portland, OR, 97204-3740

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Becker Capital Management, INC.
March 2013 - Present · 13 yrs 7 mos
State Registrations2 states
ORWA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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